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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (15491)	6/2/2004 9:28:03 AM
From: BMcV	Read Replies (5) \| Respond to of 95358

Did MF move from BoA to Smith Barney? DJ Smith Barney Starts Brooks Automation At Sell >BRKS DJ Smith Barney Starts LTX Corp. At Hold >LTXX DJ Smith Barney Starts DuPont Photomask At Buy >DPMI DJ Smith Barney Cuts Applied Materials To Hold From Buy>AMAT DJ Smith Barney Cuts KLA-Tencor To Hold From Buy >KLAC DJ Smith Barney Cuts Novellus To Hold From Buy >NVLS DJ Smith Barney Cuts Teradyne To Sell From Hold >TER DJ Smith Barney Cuts KLA-Tencor To Hold From Buy >KLAC DJ Smith Barney Ups Amkor Tech To Hold From Sell >AMKR DJ Smith Barney Ups MEMC Electronic To Buy From Hold >WFR An interesting test to see how seriously the market takes these calls would be to compare the trading in two stocks with symmetrical, but opposite ratings changes, such as TER from hold to sell, and AMKR from sell to hold. FWIW